I am looking for a way to import quote sheets from this page https://www.smartsheet.com/price-quote-
Looking for someone who might help me with importing quotation templates into my account.
Downloaded quote templates from this page
Opened each quote sheet and hit the "import into Smartsheet' button. This always takes me to a Marketing page that says 'Sign up Free'. Tried logging in but to no avail.
I also tried logging into Smartsheet beforehand and repeated the import process. Fail.
Any help appreciated
Michael
Best Answer
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I have Pro acct. I managed a workaround where I imported from Excel version without changing mapping and it worked perfectly.
The macro button in Excel sheet did nothing. Perhaps it needs reviewing at your end.
Thanks!
Michael
Answers
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Hi Michael,
Strange!
What kind of account do you have? What happens if you click on the Smartsheet versions?
I have the two Smartsheet Templates and I’d be happy to share them with you.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
I have Pro acct. I managed a workaround where I imported from Excel version without changing mapping and it worked perfectly.
The macro button in Excel sheet did nothing. Perhaps it needs reviewing at your end.
Thanks!
Michael
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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